by Peter Moustakis | Dec 15, 2023 | Asset Management
Asset protection is a legal strategy designed to safeguard assets from potential creditors or lawsuits. It’s a crucial part of estate planning, often overlooked until it’s too late. Asset Protection Strategies Asset protection is a calculated approach that...
by Peter Moustakis | Nov 14, 2023 | Trusts
Revocable trusts are primarily designed to facilitate the smooth transfer of assets, bypass probate, and offer incapacity planning benefits. For some families, a trust can also be a way to ensure a loved one has a place to stay after you die. What is a Revocable...
by Peter Moustakis | Oct 18, 2023 | Trusts
A revocable trust, also known as a living trust, is a legal arrangement that allows you to manage and distribute your assets during your lifetime and after your death. You can revoke or change the terms of the trust at any time. A revocable trust lays out rules for...
by Peter Moustakis | Aug 31, 2023 | Trusts
Our estate-planning clients often ask what a revocable trust is and why they might need one. For many people, a revocable trust is an important element of their estate plan. A revocable trust, also known as a living trust or a revocable living trust, is a legal...
by Peter Moustakis | Jul 18, 2023 | Medicaid
Medicaid is a government program that, among other things, provides health care coverage to people who do not have enough money to pay for their own health care. This program includes financial coverage for people who are in nursing homes. While it is a federal...
